Newbridge Financial Services Group’s Haverty Furniture Companies HVT Stock Holding History

Newbridge Financial Services Group’s Portfolio HVT Stock Details HVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-500	Closed	-$15K	–	1488
2021 Q4	$15K	Sell	500 -1,715	-77%	-$55.3K	0.01%	809
2021 Q3	$75K	Buy	2,215 +1,800	+434%	+$67K	0.05%	311
2021 Q2	$18K	Buy	415 +275	+196%	+$12K	0.01%	804
2021 Q1	$5K	Sell	140 -10	-7%	-$346	﹤0.01%	1027
2020 Q4	$4K	Buy	+150	New	+$3.96K	﹤0.01%	884

Other funds holding HVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Newbridge Financial Services Group's HVT Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of Haverty Furniture Companies (HVT) in Q1 2022, closing a stake of 500 shares — an estimated $15K sold.

Newbridge Financial Services Group first reported a position in HVT in Q4 2020 and held it in 5 quarters. The position peaked at $75K in Q3 2021. 158 funds tracked by Wall St. Rank hold HVT as of Q1 2022.

Newbridge Financial Services Group reported no remaining Haverty Furniture Companies position as of Q1 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 500 Haverty Furniture Companies shares in Q1 2022, an estimated $15K.
Newbridge Financial Services Group first reported a position in Haverty Furniture Companies in Q4 2020 and held it in 5 quarters.
Newbridge Financial Services Group's Haverty Furniture Companies position peaked at $75K in Q3 2021.
158 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.